Water Intelligence Share Discussion Threads

[scepticalinvestor] 14/2/2023 14:44

Down to the 400s?

[scepticalinvestor] 07/2/2023 09:18

Looks like it is being shorted - decent update, def value at these lvls

[waldron] 07/2/2023 07:42

Commenting on the Group's performance, Executive Chairman, Dr. Patrick DeSouza remarked:

"We are pleased that during 2022 our team successfully navigated various challenges posed by short-run inflationary shocks and subsequent rises in interest rates which are now raising concerns over potential recessionary pressure. Despite this, our core business remains strong and market demand for water infrastructure solutions continues to grow.

We remain confident in our strategic growth plan. For 2022, sales growth remained strong - both corporate and franchise; we increased EBITDA by double digits while continuing to scale operations through (i) investment in additional hiring and training of technicians, (ii) implementation of Salesforce and related applications and (iii) commercial launch of new service offerings. The strength of our balance sheet enables us to continue to reinvest in our growth plan. Further, we have credit availability with the attractive fixed rates that we negotiated in the first half of 2022 for future profitable franchise acquisitions.

We are very mindful that macroeconomic volatility remains a challenge for 2023. We will be disciplined in managing expenses as we remain acutely focused not just on revenue growth but also on enhancing profit margins. Moreover, during the coming months, we will also be coming to the end of our large upfront investment spend for our Salesforce operating backbone and new service offerings for customers, which will drive both cost efficiencies and revenue growth going forward.

As we head into 2023, we are positioned to better meet growing market demand with scalable operations and an ability to provide our customers with added solutions for their water and wastewater problems. With increasingly adverse climate conditions - whether droughts, freezes or flooding - our customers need us more than ever."

[this_is_me] 07/2/2023 07:39

It looks like the management are making good progress in developing the company for the long term while managing the short term problems everyone is having at present.

I only have a very small holding, currently underwater (!), but the company's performance has improved steadily over a number of years.

[scepticalinvestor] 06/2/2023 15:39

TU tomorrow? Taken a small 5k punt at 580.

[sarkasm] 23/1/2023 07:24

Kurita Water & Environment Event: Japan's Kurita Group to hold a webinar on water and the environment for an audience in Europe, Middle East and Africa on 25th January 2023


23 Janvier 2023 - 07:02AM
PR Newswire (US)


TOKYO, Jan. 23, 2023 /PRNewswire/ -- Kurita Water & Environment Events are global online webinars organized by the Kurita Group. The events offer unique insights into the Kurita Group's vision to 'grow sustainably with society', through webinars introducing Kurita's solutions that address water resource problems, saving energy and reducing carbon dioxide emissions and waste.

Europe/Middle East/Africa (25th January) ⇒ Details here

This event is designed for people responsible for developing solutions to problems related to water, energy, and waste and production efficiency on a site.

9:00 Discussion Round : 'Kurita and CSV'
9:30 Conferences (Kurita's Solution) :
Water saving, energy savings, reducing waste, and improvement of production efficiency in boilers, cooling systems, steam heat exchangers, coagulation systems, and membrane systems in water treatment systems.
12:00 Keynote Speech: 'Mission of Industry Leader Towards Sustainable Society'

Future Events

Japan (1st-3rd February) ⇒ Details here
South Korea (22nd February) ⇒ Details to be announced
North America (22nd March) ⇒ Details here

Examples of Kurita Group's Solutions

1. Dropwise Condensation Technology

This technology will improve heat transfer of steam heat exchanger by up to 30%.

Dropwise Condensation Technology - KURITA DW - YouTube

Examples are below of benefits from applying this technology in steam piping(line) at the front-end of heat exchangers.

Paper mill, paper-making process, dryer: Steam savings of 5%. (CO2 emission reduction 800 t/year)
Paper mill, paper-making process, dryer: 3% productivity improvement
Chemical plant, ammonia recovery process, reboiler: Steam savings of 2.5%.
Rubber glove factory, drying process, air heater: Steam savings of 3%. (CO2 emission reduction 140 t/year)

2. Reverse Osmosis (RO) Membrane Treatment Solutions

Kurita's solutions will determine the right chemistries to maximize performance in new or existing systems and extend membrane life.

Kurita's Water Recovery Solution Helps Reduce Water Use - YouTube

Examples are below of benefits of applying this solution.

Natural gas and oil energy company: Water savings of 1,260 m3/year and energy savings of 11.5 t-CO2 eq..
Printed board for automobile manufacturing: Water savings of 310,000 m3/year.

Contact details

Name of person in charge: IPPEI TANAKA
Name of organization: Kurita Water Industries Ltd., SectionⅡ Marketing DepartmentⅠ Marketing Group Innovation Division
Address: Nakano Central Park East, 4-10-1 Nakano Nakano-ku, Tokyo 164-0001 Japan
Email: [e-mail]
Tel: [phone]

About the Kurita Group

"A creator of unique value to the solution of water and environment"

Kurita at a Glance | The Kurita Group - Kurita Water Industries Ltd.

Ever since the founding in 1949, the Kurita Group has engaged in business in water and the environment to realize our corporate philosophy to 'Study the properties of water, master them, and create an environment in which nature and humanity are in harmony.'

The Kurita Group has positioned corporate society responsibility (CSR) at the core of management strategy. We aspire to create unprecedented 'new value' by positioning 'solving water resource issues', 'sustainable use of energy', 'waste reduction', and 'progress in production technologies in industries' as social issues that we should address and by identifying the essence of the value that is required.

Video:

Cision View original content:

[sarkasm] 23/1/2023 07:17

HAVE A GREAT WEEK

[adrian j boris] 16/1/2023 10:36

Consensus

Mean consensus BUY

Number of Analysts 3

Last Close Price 610,00 GBX

Average target price 1 293,75 GBX
Spread / Average Target 112%

High Price Target 1 450,00 GBX
Spread / Highest target 138%

Low Price Target 1 000,00 GBX
Spread / Lowest Target 63,9%

[dudishes] 06/1/2023 15:44

W. Spread wicked, will hold for the big time eh?

cheers

[waldron] 06/1/2023 09:13

alas too quiet on the western front

[dudishes] 06/1/2023 09:02

G'day,

Still holding @ 592.

aollto, US Dollar! Check out the works.

[alotto] 03/1/2023 11:54

Effortless Cool - I simply run a Google search of water leak detection companies in both the US and the UK. There are plenty of results coming up. I agree with you and I am not aware of the territories they operate in. Water works - leak detection etc are not my area of expertise, I liked the fundamental of the company and the price is decent

[effortless cool] 01/1/2023 15:00

Aqua Leak Detection seem similar to TTK

[effortless cool] 01/1/2023 14:59

TTK-Leak protection install systems that detect leaks when they occur, as opposed to tracing exiting leaks.

[effortless cool] 01/1/2023 14:56

Well, apart from being involved in the water business, Veolia is not very similar at all. It seems to be UK focussed and mainly involved with water infrastucture. It offers a multitude of technologies, but none of them seem leak focussed from what I can see.

[waldron] 01/1/2023 10:03

Companies Mentioned

Perma-Pipe International Holdings, Inc.
Pure Technologies Ltd
Atmos International
TTK- Leak Detection System
Aqua Leak Detection LLC
Mueller Water Products, Inc.
NEC Corporation
ABB
Siemens
Schneider Electric

For more information about this report visit

[waldron] 01/1/2023 09:26

Upcoming events on WATER INTELLIGENCE PLC



May/17/23   FY 2022 Earnings Release (Projected)


Apparently strong support at 640p

Some think the current share price should be more than doubled

TIME WILL TELL

[waldron] 01/1/2023 09:17

I hold VEOLIA but follow WATR etc

ALL THE BEST FOR THE NEW YEAR

WATR SEEMS FAIRLY PRICED

VEOLIA GIVES A NICE DIVI

[effortless cool] 01/1/2023 08:18

alotto,
Please provide specific details about these "plenty of companies" in these fields. Company names, territories they operate in, etc., and I will happily address your question.

[alotto] 01/1/2023 07:41

There are plenty of companies doing leak detection and remediation.
What is Water Intelligence's strength in the competitive field they operate within?
I like their balance sheet and progression. But considering the size of the company and the premium price how do we know the company will do better than their competition?

[waldron] 25/12/2022 08:06

Consensus


Mean consensus BUY

Number of Analysts 3

Last Close Price 660,00 GBX

Average target price 1 293,75 GBX
Spread / Average Target 96,0%

High Price Target 1 450,00 GBX
Spread / Highest target 120%

Low Price Target 1 000,00 GBX
Spread / Lowest Target